Guides
Jargon-free guides on inheritance tax, pensions, and the decisions that come with wealth. Written to inform, not to sell.
The two labels get used interchangeably, but the difference in how they're paid, what they can recommend, and who they answer to is significant.
The reliefs, exemptions and structures that matter most once your estate crosses the threshold.
Pensions and retirementWhere each structure shines, and what the difference means for business owners.
Inheritance taxThe new rules on business and agricultural relief, and what the changes mean for business owners.
Tax planningWhat's changed this tax year and how disposal timing affects what you keep.
Inheritance taxHow potentially exempt transfers work, taper relief myths, and when gifts genuinely leave your estate.
Tax planningThe effective 60% band between £100k and £125,140, and the rules that affect it.
Tax planningBADR, timing, and how sale proceeds are taxed: before the sale, not after.
When you're ready, we'll connect you with a vetted, fully independent adviser.
Find your adviserOur guides are for general information only and are not financial advice. IFA Connect is not authorised or regulated by the FCA. For advice on your circumstances, speak to an FCA-regulated independent financial adviser.